About this role
In this role, you will:
• Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.
• Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.
• Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.
• Collaborate across teams to maintain and enhance the UHNW client experience.
• Document client and team feedback to support continuous service improvement with the business.
• Build expertise in Vanguard products, services,